Trustcompare®

Trust Performance Benchmarking

The most comprehensive trust performance benchmarking tool for measuring and analyzing performance, profitability and productivity over time.

Trustcompare® analyzes performance from several perspectives. It considers the financial
results of an organization as a whole, including its contribution to the bank or holding company.
Trust performance benchmarking measures and compares assets, income, expense and profits to a peer group and the industry.

Are you asking or being asked any or many of the following questions:

“How did I do last year compared to others?”
“What do I need to change to improve my organization’s performance?”
“Are my staffing costs in line with the industry?”
“Am I converting assets to revenue at a rate consistent with the industry?
“Is the overhead I’m being allocated reasonable based on my peers?

The Trustcompare report provides a detailed summary of key metrics, including trust performance benchmarking to peers by revenue size and to the “universe” of subscribers. Along with the Trustcompare report, subscribers receive an electronic copy of the entire report allowing you to extract individual graphs for inclusion in presentations to your management or Trust Committee. New subscribers can request a teleconference with their account executive to go over the results of the report.

Data is entered into our SSL encrypted online system, and can be accessed by different members of your staff.  Data is input in detail for 2 years (and select totals for 3 additional years) to build the report data.

Core Metrics Version

Intended for organizations with greater than $1 million in revenue, the Core Metrics version of the Trustcompare report features 85+ pages of profitability, productivity, and efficiency metrics. The report also breaks out data by product line. Data for assets, accounts, revenues, expenses, and FTEs are collected to build the report, as well as some select organizational information.

The Core Metrics report provides invaluable information for analyzing, planning, and managing your organization.

View a Trustcompare Core Metrics Sample Report HERE

Growth & Productivity Version

This version of the Trustcompare report was specifically designed for those organizations with less than $1 million in revenue, who generally have smaller staffs and not enough time for the data collection and entry process.  Instead, we load your call report data into our system for you, requiring only that you enter your FTE data. The Growth & Productivity version report features 45+ pages of metrics, and includes product line detail data and historical trend information.

Although the data collection and entry requirements are reduced with the Growth & Productivity version, the value of the final report is substantial, providing you with the data you need to successfully understand and manage your organization.

View a Trustcompare Growth and Productivity Sample Report HERE